Kwanti

Kwanti is a portfolio analytics and proposal generation tool specifically designed for financial advisors, wealth managers, investment managers, broker-dealers, and registered investment advisors (RIAs). The vendor claims that this software solution is tailored to meet the needs of small to large financial advisory firms, providing them with tools to analyze portfolios, conduct stress tests, generate proposals, and streamline client management. According to the vendor, Kwanti allows professionals in the finance industry to gain insights into performance, allocation, and risk, while ensuring data security and compliance.

Key Features

Portfolio Analysis: According to the vendor, Kwanti enables users to visualize performance, allocation, and risk with ease. It claims to provide insights into risk factors, contributing holdings, and portfolio opportunities. The product also offers stress testing capabilities to support informed investment decisions and simulation of trading strategies to manage portfolios and achieve client objectives. The vendor emphasizes its commitment to data security and compliance through continuous monitoring and multi-factor authentication.

Model Management: The vendor states that Kwanti allows users to create and manage custom model portfolios. It also offers access to models from world-class money managers through the Kwanti Model Marketplace. Team members can easily share models, and adjustments to weightings can be made effortlessly.

Client Acquisition & Retention: The vendor claims that Kwanti facilitates the benchmarking of prospect portfolios against recommended model portfolios. This feature enables the generation of compelling proposals with visuals, charts, and detailed metrics. Users can customize client reports to focus on relevant information. Additionally, Kwanti offers data integrations with leading custodians and portfolio management platforms to streamline client management.

Integrations: Kwanti can be connected to favorite WealthTech applications, according to the vendor. This integration capability allows for seamless workflows and reduces the likelihood of manual errors. The product also offers integrations with trusted partners in the industry, as per the vendor's claims.